business etiquette & professional - windows · pdf filebusiness etiquette &...
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“Excellence is doing ordinary things extraordinarily well.”
AdministrationCourses
Professional Development Training has a specialised division of Administrationexperts that will tailor the delivery of any of the courses to be specific to yoursituation and learning needs
Administration Courses
Business Etiquette & ProfessionalConduct Training
Meeting Management Course Personal ProductivityTraining
Professional Telephone SkillsCourse
Foundation Skills for Administrative andExecutive Assistants
Foundation Skills for NewHR Officers
Budgets and Financial Reports Bookkeeping Fundamentals Minute Taking TrainingCourse
Computer Basics FoundationTraining
Advanced Skills for Administrative andExecutive Assistants
Courses for Executive Assistants, AdministrativeAssistants and Secretaries
Professional Development Training has a specialised division of Administration experts that willtailor the delivery of any of the courses to be specific to your situation and learning needs. Our extensive curriculum in Administration, outstanding depth of trainers across the country anddiverse range of industry experience means that pd training is the best choice for Administrationcourses. pd training will exceed your expectations and help you achieve the results you are seeking.
Creating a professional and favorable impression with a client, a business partner, or a superior requires specificknowledge on how to politely converse, introduce others, invite others, etc. In a multi-cultural setting, it is important tomake preparations to engage every person successfully.The pdtraining Business Etiquette & Professional Conduct Training Course offers practical techniques to create animpression and build rapport with others in business meetings, over the phone, in writing emails, and in semi-professional gatherings.This comprehensive training course is now available throughout the U.S., including Atlanta, Baltimore, Boston, Charlotte,Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Business Etiquette & Professional Conduct Training courseschedule by city or click the Client Site Training tab to receive a free quote for courses delivered at your preferredlocation.
Business Etiquette & Professional Conduct Training Outline
Foreword:Professional conduct and good business etiquette have never been more important. Traditional structures andcommunication methods are changing. However, etiquette and professionalism are still important within the business andwith external clients. During this training course, you will learn how to carry yourself professionally by building knowledgeof business etiquette.
Outcomes:
By the end of this training course, participants will:
Understand what etiquette is & why it's importantLearn strong, professional social skills including:
effective introductionscreating a good first impression with the "3 C's"minimize nervousness in social situationsmaster the art of memorizing nameslearn the 3 steps to effective handshakesenumerate the 4 levels of conversationunderstand place settings, napkin etiquette & basic table mannersunderstand the protocol for ordering in a restaurant, handling alcohol during a business meal, paying the bill &tipping
Master professional office conduct including:etiquette in relation to open plan & cubicle environmentsworking out of the officedo's and don'ts in meetingseating at work
Master the fundamentals of email etiquetteAcquire telephone etiquette fundamentalsLearn how to dress for successGain valuable insight into international etiquette
Business Etiquette & Professional Conduct Course -Lesson 1Networking for Success
Creating an Effective IntroductionMaking a Great First ImpressionMinimizing NervousnessUsing Business Cards EffectivelyRemembering Names
Business Etiquette & Professional Conduct Course -Lesson 6Eating Out
Ordering in a RestaurantAbout Alcoholic BeveragesPaying the BillTipping
Business Etiquette & Professional Conduct Course -Lesson 2Professional Introductions
The three-step processThe four levels of conversationThe Handshake
Business Etiquette & Professional Conduct Course -Lesson 7Telephone Etiquette
Developing an Appropriate GreetingDealing with Voice MailMobile Phone Do's and Don'ts
Business Etiquette & Professional Conduct Course -Lesson 3Professional Office Conduct
Open Plan and Cubicle environmentsWorking out of the officeEating at WorkMeeting Do's and Don'ts
Business Etiquette & Professional Conduct Course -Lesson 8The Written Letter
Thank You NotesFormal LettersInformal Letters
Business Etiquette & Professional Conduct Course -Lesson 4Business Email Etiquette
Professionalism & emailsProper and improper use for forwarding and CCGrammar, flaming and netiquetteTop 5 technology tips
Business Etiquette & Professional Conduct Course -Lesson 9Dressing for Success
The Meaning of ColorsInterpreting Common Dress CodesDeciding what to Wear
Business Etiquette & Professional Conduct Course -Lesson 5Business E-Mail Etiquette
Addressing your MessageGrammar and AcronymsTop Five Technology Tips
Business Etiquette & Professional Conduct Course -Lesson 10International Etiquette
General RulesImportant PointsPreparation Tips
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/business-etiquette-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
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Managing a meeting requires sound planning, effective organizing, making preparations for disruptions, minute-taking,preparing the meeting place, and managing the attendees.The pdtraining Meeting Management Training Course prepares a meeting manager to handle a meeting from thebeginning till the end. Starting with planning and preparing for a meeting to closing a meeting, this training course helpsto develop skills for handling every step of managing meetings.This highly valuable and practical training course is now available throughout the U.S., including Atlanta, Baltimore,Boston, Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Meeting Management Training course schedule by city or click theClient Site Training tab to receive a free quote for courses delivered at your preferred location.
Meeting Management Course Outline
Foreword:Managers spend substantial time planning, attending and running meetings, yet they are too often perceived asunproductive and frustrating experiences.When meetings are effectively run, people are engaged and can generate collaboration, trust, deliverables, commitmentand actions that lead to a desired outcome. They enjoy participating and being a part of a productive team.This Meeting Management Training Course assists participants with the meeting conventions and protocols for managingformal, informal and e-meetings. Participants learn to apply tools and techniques in planning, participation, andconcluding of successful meetings. Course activities include building a positive climate during a meeting, and followingthe best practices of verbal and nonverbal communication.
Outcomes:
By the end of this course, participants will be able to:
Plan & prepare for meetingsIdentify the correct participantsGain insight into choosing the right time & place based on meeting type, attendees & necessary outcomesCreate clear & concise meeting agendasSet up meeting spaces for maximum efficiencyLearn how to incorporate electronic options for remote participantsDefine & assign meeting roles & responsibilitiesUse an agenda for meeting management garnering a desired outcome & accountabilityChair meetings effectively by dealing with disruptions, professionally handling personality conflicts and taking meetingminutes.
Meeting Management Training Course - Lesson 1Planning and Preparing - Part One
Identifying the participantsChoosing the time and placeCreating the agenda
Meeting Management Training Course - Lesson 6Chairing a Meeting - Part One
Getting off on the right footThe role of the agendaUsing a parking lot
Meeting Management Training Course - Lesson 2Planning and Preparing - Part Two
Gathering materialsSending invitationsMaking logistical arrangements
Meeting Management Training Course - Lesson 7Chairing a Meeting - Part Two
Keeping the meeting on trackDealing with overtimeHolding participants accountable
Meeting Management Training Course - Lesson 3Setting up the Meeting Space
The basic essentialsThe extra touchesChoosing a physical arrangement
Meeting Management Training Course - Lesson 8Dealing with Disruptions
Running in and outMobile phones and pagers ringingOff on a tangentPersonality conflicts
Meeting Management Training Course - Lesson 4Electronic Options
Overview of the choices availableThings to considerMaking a final decision
Meeting Management Training Course - Lesson 9Taking Minutes
What are minutes?What do I record?A take-home templateClosing
Meeting Management Training Course - Lesson 5Meeting Roles and Responsibilities
The chairpersonThe minute takerThe attendeesVariations for large and small meetings
Meeting Management Training Course - Lesson 10Making the most of your Meeting
The 50 minute meetingUsing gamesGiving prizesStuffed with magic
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/meeting-management-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
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Personal productivity can be improved effortlessly using specific techniques and methods. Prioritizing, organizing,scheduling, evaluating, and managing tasks help in drastically improving productivity without working harder.The pdtraining Personal Productivity Training Course helps to improve your routine by using precise methods aimed atmaximizing productivity.This highly valuable and fun training course is now available throughout the U.S., including Atlanta, Baltimore, Boston,Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Personal Productivity Training course schedule by city or click theClient Site Training tab to receive a free quote for courses delivered at your preferred location.
Personal Productivity Training Outline
Foreword:Most people find that they wish they had more time in a day. This workshop will show participants how to organize theirlives and find those hidden moments. Participants will learn how to establish routines, set goals, create an efficientenvironment, and use time-honored planning and organizational tools to maximize their personal productivity.
Outcomes:
By the end of this course, participants will:
Set & evaluate SMART goals (specific, measurable, achievable, relevant & timed)Learn to use routines to maximize productivityMaster numerous scheduling tools for efficient use of timeLearn to stay on top of a to-do listLearn how to start new tasks & projects on the right footMaster basic project management techniquesOrganize physical & virtual workspaces for maximum efficiencyTake back time from e-mail & handheld devicesLearn to tackle procrastination
Personal Productivity Training Course - Lesson 1Setting Goals
Setting SMART GoalsCreating good habitsEvaluating and adapting
Personal Productivity Training Course - Lesson 6Using Project Management Techniques
Understanding the triple scopeCreating a timelineUsing a RACI chart
Personal Productivity Training Course - Lesson 2The Power of Routines
The importance of routinesPersonal and professional routinesSix easy ways to simplify your life
Personal Productivity Training Course - Lesson 7Creating a Workspace
Choosing a physical layoutErgonomics 101Using your computer efficiently
Personal Productivity Training Course - Lesson 3Scheduling Yourself
Developing a tracking systemScheduling appointmentsScheduling tasksThe simple secret of successful time management
Personal Productivity Training Course - Lesson 8Organizing Files and Folders
Organizing physical filesOrganizing electronic filesScheduling archiving and clean-up
Personal Productivity Training Course - Lesson 4Keeping Yourself on Top of Tasks
The One-Minute RuleThe Five-Minute RuleWhat to do when you feel like you're sinking
Personal Productivity Training Course - Lesson 9Managing E-mail
Using E-mail time wiselyFolders and rulesMaking use of your E-mail programResisting the lure of the Blackberry/iPhone
Personal Productivity Training Course - Lesson 5Tackling New Tasks and Projects
The sliding scaleA checklist for getting startedRe-evaluating and adapting
Personal Productivity Training Course - Lesson 10Beating Procrastination
Admitting the problemMaking it manageableIdentifying the reasonsAdapting your long-term strategy
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/personal-productivity-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
In-house Training Instant Quote: https://bookings.professionaldevelopmenttraining.com/inhouseex1/quoterequestex1a.aspx
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Handling various types of clients over the phone can be difficult. It requires knowledge and practice in how to speak,what to say, and when to speak. The person representing an organization over the phone must have the knowledge,attitude and communication skills to fulfill the request of clients.The pdtraining Professional Telephone Skills Course provides important knowledge, development skills and practice tohelp professionals master communications over the phone.This highly valuable and comprehensive training course is now available throughout the U.S., including Atlanta,Baltimore, Boston, Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Professional Telephone Skills Training course schedule by city orclick the Client Site Training tab to receive a free quote for courses delivered at your preferred location.
Professional Telephone Skills Course Outline
Foreword:This Telephone Skills Training course will provide your staff with the awareness and skills that they require to handlephone calls professionally. It will ensure that the positive image of your organization is reinforced and strengthened withevery communication with customers.In today's business environment, telephone etiquette displayed in organizations is indicative of its willingness and abilityto efficiently assist customers, both internal and external. The skills and the attitude projected over the telephone form alasting impression in the minds of an organization's customer, making it a critical customer 'touch point'.Nowadays, virtual teams are the norm rather than the exception, and one of their primary channels of communication isthe telephone. Hence, it is imperative for employees to have a good understanding of business telephone etiquette inorder to aid efficient information exchange.This Professional Telephone Skills Training Program aims at helping employees to create a lasting impression in theircustomers' minds - one that shows the organization reflected in the best light possible. It focuses on developingtelephone etiquette and skills to deal with customers assertively with care and positivity.
Outcomes:
By the end of this course, participants will:
Learn how to provide effective client service over the phoneProject a professional image over the phoneMaster a professional, effective & reassuring telephone voiceGain client's trust using proven communication techniquesLearn to question effectively over the phoneMaster proven techniques to manage irate customers professionallyLearn tips for handling a busy receptionPhrase more effectively for positive and clearer communicationEstablish the right words for unambiguous, positive & productive communication
Professional Telephone Skills Training Course - Lesson 1Providing Effective Client Service
The ten commandments of good businessWhat makes an effective client communicator?Seven sins of serviceSkills and attributes of an effective client communicatorHigh emotion = low intelligence
Professional Telephone Skills Training Course - Lesson 6Irate Clients
Determine why your client is IrateLearn the challenges of irate clientsHave a H.E.A.R.T. to defuse an irate client
Professional Telephone Skills Training Course - Lesson 2Your Telephone Voice
Communication skillsFive qualities of a good telephone voiceVocal qualities checklist
Professional Telephone Skills Training Course - Lesson 7Reception Tips
Top Useful reception tips
Professional Telephone Skills Training Course - Lesson 3Gaining your Client's Trust
Create a great first impressionPut your customer at easeFinding a better phraseEnding a call politely and professionally
Professional Telephone Skills Training Course - Lesson 8Better Phrases
Improve your interaction with Inbound callsBetter your Outbound calls success
Professional Telephone Skills Training Course - Lesson 4Prepare Yourself
Professional handling of incoming callsTransferring callsTaking messages
Professional Telephone Skills Training Course - Lesson 9Action Plan
Create a Personal action planWhat I am going to implement immediately on-the-job
Professional Telephone Skills Training Course - Lesson 5Effective Questioning
Questioning techniques??? Questions ???Open and closed questionsQuestions to keep control of the callTelephone techniques
Professional Telephone Skills Training Course - Lesson 10Wrap up and course conclusion
Review the courseShare ideas and personal challengesQuestion and answer time
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/telephone-skills-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
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Public Classes - Enrol Now! https://bookings.professionaldevelopmenttraining.com/publicclassbooking.aspx?courseid=21
An administrative assistant is required to have various skills such as communication, management and organizationalskills. An efficient executive assistant must plan, execute and manage both people and tasks.The pdtraining Foundation Skills for Administrative and Executive Assistants Training Course provides learning andpractice in various skills such as the use of non-verbal and verbal communication, organizing skills, planning meetings,conflict resolution, management of time, and more. The development of these skills empowers administrative assistantsand executive assistants to efficiently fulfill any task given.This interactive and fun training course is now available throughout the U.S., including Atlanta, Baltimore, Boston,Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia, and Seattle.Please click on the Public Class tab below to view our Foundation Skills for Administrative and Executive Assistantscourse schedule by city or click the Client Site Training tab to receive a free quote for courses delivered at your preferredlocation.Advanced Skills for Administrative and Executive Assistants Training Course
Foundation Skills for Administrative and Executive Assistants Outline
Foreword:An administrative assistant is required to have various skills such as communication, management and organizationalskills. An efficient executive assistant must plan, execute and manage both people and tasks.The pdtraining Foundation Skills for Administrative and Executive Assistants Training Course provides learning andpractice in various skills such as the use of non-verbal and verbal communication, organizing skills, planning meetings,conflict resolution, management of time, and more. The development of these skills empowers administrative assistantsand executive assistants to efficiently fulfill any task given.Advanced Skills for Administrative and Executive Assistants Training Course
Outcomes:
By the end of this course, participants will:
Become highly organized using smart, efficient systemsManage time more effectively and strategicallyMaster prioritization of time, complete all important tasks and help their manager do the sameLearn highly effective verbal and nonverbal communication techniquesEmpower themselves and become more proactiveDeal more effectively with their managerLearn to take care of themselves and recognize the importance of doing so
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 1Getting Organized (Part 1)
Dealing with EmailManaging Electronic FilesKeeping Track of the Paper TrailMaking the most of Voicemail
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 6Verbal Communication skills
Listening and Hearing: they aren't the sameAsking QuestionsCommunicating with Power
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 2Getting Organized (Part 2)
Keeping your Workspace OrganizedUsing a To-do BookThe Extra Mile: Adding Project ManagementTechniques to your Toolbox
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 7Non-Verbal Communication skills
Body LanguageThe signals you send to OthersIt's not what you say, It's how you say it
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 3Managing Time
Managing your TimeKeeping others on TrackMaintaining schedules
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 8Empowering Yourself
Being AssertiveResolving ConflictBuilding ConsensusMaking Decisions
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 4Getting it all Done on Time
PrioritizingThe secret to staying on TrackGoal setting
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 9The Team of Two
Working with your ManagerInfluencing skillsWhat to do in sticky situations
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 5Special Tasks
Planning small MeetingsPlanning Large MeetingsOrganizing Travel
Foundation Skills for Administrative and ExecutiveAssistants Training Course - Lesson 10Taking Care of Yourself
ErgonomicsStress ManagementDealing with a Heavy Workload
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/foundation-skills-for-administrative-and-executive-assistants-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
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Human resources staff are one of the most significant parts of a company because they initiate, implement, manage andprocess everything with regard to employees. Human resource officers need to have relevant knowledge and expertiseto be able to manage human resources successfully.The pdtraining Foundation Skills for New HR Officers Training Course helps to build and manage human resourcesthrough relevant tools and techniques in recruitment, retention, orientation, discipline, feedback, and support.This comprehensive and vigorous training course is available across America, including Atlanta, Baltimore, Boston,Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Foundation Skills for New HR Officers Training course scheduleby city or click the Client Site Training tab to receive a free quote for courses delivered at your preferred location.
Foundation Skills for New HR Officers Outline
Foreword:An organization’s staff is now seen as its most valuable asset, and Human Resources skills are vital to organizationalsuccess. Our Foundations Skills for New HR Officers course provides you with the necessary knowledge to step intocareers in HR, HR administration, recruitment agencies, professional development, and organizational management orchange.
Outcomes:
By the end of this course, participants will be able to:
Explore the range of Human Resource activities and responsibilitiesDefine human resource terms & subject matterEffectively recruit, interview & retain employeesFollow up with a new employee in a structured mannerBecome an advocate for employee health and safetyProvide accurate, actionable feedback to employeesAct appropriately in situations requiring discipline & terminationEvaluate strengths & opportunities for human resources in the workplaceIdentify three areas for further human resources development as part of a personal action plan
New HR Officers Training Course - Lesson 1Getting Started
IcebreakerHousekeeping ItemsThe Parking LotWorkshop Objectives
New HR Officers Training Course - Lesson 7Workplace Bullying, Harassment, and Violence
DefinitionsCosts to the OrganizationThe Manager’s RoleAn Employer’s Responsibility
New HR Officers Training Course - Lesson 2Human Resources Today
What is Human Resources Today?Key Factors Influencing Human Resources TodayGrowth in Human Resources
New HR Officers Training Course - Lesson 8Workplace Wellness
Wellness BehaviorsWellness TrendsThe Case for Wellness
New HR Officers Training Course - Lesson 3Recruiting and Interviewing
The Job Selection ProcessGet Good at InterviewingInterviewing FairlyThe Best Way to Interview
New HR Officers Training Course - Lesson 9Providing Feedback to Employees
Feedback ModelThe Feedback SandwichEncouraging Growth and Development
New HR Officers Training Course - Lesson 4Retention and Orientation
Getting Off on the Right TrackCreating an Engaging ProgramUsing an Orientation List
New HR Officers Training Course - Lesson 10Disciplining Employees
The General Discipline ProcessThe Progressive Discipline ProcessHaving Discipline MeetingsFollowing Up
New HR Officers Training Course - Lesson 5Following up with New Employees
Checking inFollowing upDesigning the Follow-up Schedule
New HR Officers Training Course - Lesson 11Terminating Employees
Documenting EventsMaking the DecisionCommunicating the Decision
New HR Officers Training Course - Lesson 6Workplace Health and Safety
Understanding your role and ResponsibilitiesUnderstanding Local and Industry Specific RulesTraining for Managers
New HR Officers Training Course - Lesson 12Wrapping Up
Documenting Events
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/foundation-skills-for-new-hr-officers-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
In-house Training Instant Quote: https://bookings.professionaldevelopmenttraining.com/inhouseex1/quoterequestex1a.aspx
Public Classes - Enrol Now! https://bookings.professionaldevelopmenttraining.com/publicclassbooking.aspx?courseid=42
Budgets and financial reports can only be handled successfully if certain basic and advanced skills are acquired. Anunderstanding of financial terminology, interpreting various financial statements, forecasting techniques and budgetingmethods are necessary skills.The pdtraining Budgets and Financial Reports Training Course is designed to provide both basic and advanced skills inbudgeting and handling financial reports to ensure the learners become capable of performing their responsibilitiessuccessfully.This highly valuable and practical training course is available throughout the U.S., including Atlanta, Baltimore, Boston,Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Budgets and Financial Reports Training course schedule by city orclick the Client Site Training tab to receive a free quote for courses delivered at your preferred location.
Budgets and Financial Reports Outline
Foreword:Financial management is the lifeblood of an organization. Budgeting and forecasting is an essential financialprocess for any business, no matter how large or small. This easy to understand and fun Budgets and FinancialReports Training course aims to demystify some of the financial terms and concepts and will define key terms likeROI, EBIT, GAAP, and extrapolation.Participants will explore the tools, concepts and techniques used by financial people, be guided through a practicaland best practice process approach to understanding budgets and financial reports so they can apply key financeand budgeting principles and hold relevant discussions and render decisions based on financial data.
Outcomes:By the end of this course, participants will:
Define and clarify financial terminology and conceptsDevelop skills for analyzing financial statementsDistinguish between budgets & budgetingDemonstrate techniques for effective budgetingApply advanced forecasting techniquesDiscover how to make smart purchasing decisionsInterpret some of the legal aspects of finances
Budgeting & Financial Reports Training Course - Lesson1Getting Started
Workshop Objectives
Budgeting & Financial Reports Training Course - Lesson 7Budgeting Made Easy
Factoring in Historical DataGathering Related InformationAdjusting for Special CircumstancesPutting It All TogetherComputer Based Methods
Budgeting & Financial Reports Training Course - Lesson2Glossary
What is Finance?Commonly Used TermsKey PlayersImportant Financial OrganizationsUnderstanding GAAP
Budgeting & Financial Reports Training Course - Lesson 8Advanced Forecasting Techniques
Using the AverageRegression AnalysisExtrapolationFormal Financial Models
Budgeting & Financial Reports Training Course - Lesson3Understanding Financial Statements
Balance SheetsIncome Statements (AKA Profit & Loss Statements)Statement of Retained EarningsStatement of Cash FlowsAnnual Reports
Budgeting & Financial Reports Training Course - Lesson 9Managing the Budget
How to Tell If You’re on TrackShould Your Budget be UpdatedKeeping a Diary of Lessons LearnedWhen to Panic
Budgeting & Financial Reports Training Course - Lesson4Analyzing Financial Statements (I)
Income RatiosProfitability RatiosLiquidity RatiosWorking Capital RatiosBankruptcy Ratios
Budgeting & Financial Reports Training Course - Lesson 10Making Smart Purchasing Decisions
10 Questions You Must AskDetermining the Payback PeriodDeciding Whether to Lease or BuyThinking Outside the Box
Budgeting & Financial Reports Training Course - Lesson5Analyzing Financial Statements (II)
Long-Term Analysis RatiosCoverage RatiosLeverage RatiosCalculating Return on Investment (ROI)
Budgeting & Financial Reports Training Course – Lesson 11A Glimpse into the Legal World
A Brief HistoryThe Sarbanes-Oxley ActCEO/CFO Certification8th Company Law Directive
Budgeting & Financial Reports Training Course - Lesson6Understanding Budgets
Common Types of BudgetsWhat Information do I Need?Who Should Be Involved?What Should a Budget Look Like?
Budgeting & Financial Reports Training Course - Lesson 12Wrapping Up
Words from the Wise
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/budgeting-and-financial-reports-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
In-house Training Instant Quote: https://bookings.professionaldevelopmenttraining.com/inhouseex1/quoterequestex1a.aspx
Public Classes - Enrol Now! https://bookings.professionaldevelopmenttraining.com/publicclassbooking.aspx?courseid=135
Developing essential skills to perform your job well is a pre-requisite for achieving professional success.The pdtraining Bookkeeping Fundamentals Training Course provides a solid foundation that will help you to develop therequired skills in bookkeeping. It includes the understanding of basic terminology, creating budgets, using variousaccounting methods, procedures, financial planning, auditing, and budgeting.This intensive and valuable training course is available throughout the U.S., including Atlanta, Baltimore, Boston,Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Bookkeeping Fundamentals Training course schedule by city orclick the Client Site Training tab to receive a free quote for courses delivered at your preferred location.
Bookkeeping Fundamentals Outline
Foreword:Keep your skills current with this sought-after Bookkeeping Fundamentals course. Bookkeeping is the heart of anybusiness. Without it, we cannot hope to keep track of the most important part of any business: money.Gain excellent skills in using various accounting procedures and maintain your books efficiently and effectively for thesuccess of your business. On completion of this one-day course, you will have a sound knowledge about the basic stepsand techniques used in bookkeeping, including identifying the differences between cash and accrual accountingmethods, and helpful tips for the employer along with other topics related to a commercial environment.
Outcomes:
By the end of this training course, participants will:
Recognize and use basic accounting terminologyIdentify the differences between cash & accrual accounting methodsMonitor business activities by becoming familiar with accounts payable & receivableUse a journal & general ledger to document business financialsMaster the balance sheetIdentify different types of financial statementsEvaluate the reasons for & create a budgetExamine internal & external auditing
Bookkeeping Fundamentals Training Course - Lesson 1Introduction
Workshop Objectives
Bookkeeping Fundamentals Training Course - Lesson 7Other Financial Statements
Income StatementCash Flow StatementCapital StatementBudget vs. Actual
Bookkeeping Fundamentals Training Course - Lesson 2Basic Terminology (I)
Balance SheetAssetsLiabilitiesEquityIncome StatementRevenueCost of Goods SoldExpensesAccounting Period
Bookkeeping Fundamentals Training Course - Lesson 8Payroll Accounting / Terminology
Gross WagesNet WagesEmployee Tax WithholdingsEmployer Tax ExpensesSalary DeferralsEmployee PayrollEmployee BenefitsTracking Accrued LeaveGovernment Payroll Returns/Reports
Bookkeeping Fundamentals Training Course - Lesson 3Basic Terminology (II)
Accounts ReceivableAccounts PayableDepreciationGeneral LedgerInterestInventoryJournalsPayrollTrial Balance
Bookkeeping Fundamentals Training Course - Lesson 9End of Period Procedures
Depreciating Your AssetsReconciling CashReconciling InvestmentsWorking with the Trial BalanceBad DebtPosting Adjustments and Corrections
Bookkeeping Fundamentals Training Course - Lesson 4Accounting Methods
Cash MethodAccrual MethodDifferences between Cash and Accrual
Bookkeeping Fundamentals Training Course - Lesson 10Financial Planning, Budgeting and Control
Reasons for BudgetingCreating a BudgetComparing Budget to Actual Expenses
Bookkeeping Fundamentals Training Course - Lesson 5Keeping Track of Your Business
Accounts PayableAccounts ReceivableThe JournalThe General LedgerCash Management
Bookkeeping Fundamentals Training Course - Lesson 11Auditing
What is an Audit?When and Why Would You Audit?InternalExternal
Bookkeeping Fundamentals Training Course - Lesson 6Understanding the Balance Sheet
The Accounting EquationDouble-Entry AccountingTypes of AssetsTypes of LiabilitiesEquity
Bookkeeping Fundamentals Training Course - Lesson 12Wrapping Up
Words from the Wise
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/bookkeeping-fundamentals-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
In-house Training Instant Quote: https://bookings.professionaldevelopmenttraining.com/inhouseex1/quoterequestex1a.aspx
Public Classes - Enrol Now! https://bookings.professionaldevelopmenttraining.com/publicclassbooking.aspx?courseid=199
Meetings that are recorded accurately and properly provide important information on the level of participation of eachattendee, key business decisions made, new ideas presented, and the important issues discussed. Professional minutetaking assists companies to better organize, implement, and utilize their resources.The pdtraining Minute Taking Training Course helps minute takers to develop important skills to achieve mastery incapturing the communication that occurs in an organizational meeting.This engaging and highly practical training course is now available across the U.S., including Atlanta, Baltimore, Boston,Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Minute Taking course schedule by city or click the Client SiteTraining tab to receive a free quote for courses delivered at your preferred location.
Minute Taking Training Course Outline
Foreword:Improve your meeting outcomes with effective minute taking.Effective minute taking will enable your business units to solve the many problems and complaints associated withrunning meetings. In the hands of a competent minute taker, the development of the skills in minute taking will enablemanagers and staff to efficiently record meeting items.You will also learn the advanced styles of minute taking such as color-coding, and gain knowledge about the suitablemethods for minute taking in informal, formal and action meetings.
Who will benefit from participating in this workshop?
Administrative staff and assistantsRecording SecretaryAdministrative Assistant
Outcomes:
By the end of this course, participants will:
Recognize the importance and outcomes of minute takingIdentify and record action items during board meetingsDevelop skills in active listening, critical thinking, and organizationUnderstand and customize meeting agreementsRecord three types of minutes, including formal meetings, informal, and action minutesPrepare and publish minutes with perfectionTake minutes in interactive board meetingsWrite drafts, proofread and organize minutesBuild and maintain a minute bookRecognize the outcome of minute taking for a particular meetingRecognize the role of a minute taker in achieving larger goals of an organizationDeal with common complaints and difficulties faced by minute takersPerform the role with expertise using knowledge and skills
Minute Taking Training Course - Lesson 1The Role of a Minute Taker
Discuss The Role of a Minute TakerExplore Common Problems & Solutions inSmall Groups
Minute Taking Training Course - Lesson 5What Do I Record?
Participants Will Learn What To Record During a Meeting
Minute Taking Training Course - Lesson 2The Skills of a Minute Taker
An Ability To ListenCritical Thinking SkillsGood Organization Techniques
Minute Taking Training Course - Lesson 6Techniques for Preparing Minutes
Tools For Creating MinutesOrganization MethodsTechniques For Writing DraftsProofreading Tips
Minute Taking Training Course - Lesson 3Meeting Agreements
Discuss Meeting AgreementsThree Templates To Take Away &Customize
Minute Taking Training Course - Lesson 7Taking Minutes in an Interactive Meeting
Learn How Their Role as a Minute Taker Will Be Different in anInteractive Meeting
Minute Taking Training Course - Lesson 4Minutes Styles
Formal Meeting StyleInformal Meeting StyleAction Meeting Style
Minute Taking Training Course - Lesson 8The Minute Book
Participants Will Learn To Build & Maintain a Minute Book
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/minute-taking-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
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Computer knowledge is essential to achieve professional success. When learning how to use a computer, it is advisableto begin with the basics.The pdtraining Computer Basics Foundation Training Course provides essential knowledge in hardware and software,how operating systems and applications work, legal issues, types of computers, and how a computer works. It’simportant tobuild a good foundation before developing more advanced computer skills.This significant and fun training course is now available throughout the U.S., including Atlanta, Baltimore, Boston,Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Computer Basics Foundation Training course schedule by city orclick the Client Site Training tab to receive a free quote for courses delivered at your preferred location.
Computer Basics Foundation Training Outline
Foreword:During the training course, participants learn basic computing concepts and how to use basic functions such as using filefolders, keywords, the mouse, Windows desktops, Paint, Task Manager, Calculator, Internet Explorer, WordPad,NotePad, and more.This foundation training course in computer basics is designed for easy learning and understanding. The participantslearn and practice computing basics to develop the ability to use a computer effortlessly.
Outcomes:This extensive course allows a participant to develop basic skills in operating a computer to fulfill tasks.After completing this course, participants will have learned to:
Understand basic computing conceptsUnderstand the difference between hardware and software, and how each worksUnderstand how information networks operateBecome aware of security concerns and how to work safelyUse the keyboard, mouse, and Windows desktopEffectively manage and use files and foldersUse the basic Windows applications, including WordPad, NotePad, Task Manager, Calculator, Paint, and InternetExplorerUse basic termsUnderstand the functions of a computerBrowse the InternetDownload and save filesUnderstand how a laptop is different from a desktop computer
Computer Basics Foundation Training Course - Lesson 1Getting Started
The Parking LotWorkshop ObjectivesAction Plans & Evaluations
Computer Basics Foundation Training Course - Lesson 3Hardware Devices
CPU and MemoryInput DevicesOutput DevicesSecondary Storage Devices
Computer Basics Foundation Training Course - Lesson 2General Concepts
Basic TermsTypes of ComputersAnatomy of a PCHow a PC Works
Computer Basics Foundation Training Course - Lesson 4Software
The BasicsOperating Systems and ApplicationsHow is Software Built?Types of SoftwareLegal Issues
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/computer-basics-foundation-training-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
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The pdtraining Advanced Skills for Administrative and Executive Assistants teaches competency in a variety of skillssuch as effective management abilities, organizing capabilities, writing skills for creating important business documents,communication skills, minute-taking, and computer software.This allows time for participants to practice, and helps them to retain the new skills and knowledge they developed duringthe classes. This comprehensive training course offers practical skills in understanding how to implement the newknowledge in a workplace.This highly valuable and dynamic training course is now available throughout the U.S., including Atlanta, Baltimore,Boston, Charlotte, Chicago, Dallas, Los Angeles, Manhattan, Miami, Orlando, Philadelphia and Seattle.Please click on the Public Class tab below to view our Advanced Skills for Administrative and Executive Assistantscourse schedule by city or click the In-House Training tab to receive a free quote for courses delivered at your preferredlocation.Foundation Skills for Administrative and Executive Assistants Training Course
Advanced Skills for Administrative and Executive Assistants Outline
Foreword:During this course, participants engage in learning in theory and practice the duties of an adminstrative assistant. Thisinteractive course includes activities to enhance learning and the development of practical skills.The course involves the development of skills and knowledge that the job of an adminstrative assistant demands. Theseinclude developing social intelligence, flexibility, management skills, people management skills, business writing skills,and prioritizing tasks.Foundation Advanced Skills for Administrative and Executive Assistants Training Course
Outcomes:After completing this course, participants will have learned to:
Adapt to the manager’s needs and style of workingTake initiative when neededDevelop social intelligenceDevelop basic business acumenUnderstand the importance of office managementListen activelyPrepare for changes and surprisesManage others and keep them on trackKeep minutesManage meetings expertlyUnderstand and use email protocolDevelop computer and communication skillsDevelop phone and voicemail etiquetteDevelop confidentialityUnderstand and use social media managementHandle difficult people and situations
Advanced Skills for Administrative and ExecutiveAssistants - Lesson 1Getting Started
Workshop ObjectivesPre-Assignment
Advanced Skills for Administrative and Executive Assistants- Lesson 7Tools of the Trade (II)
Phone and Voicemail EtiquetteWord ProcessingBusiness WritingInternet ResearchCase StudyLesson Seven: Review Questions
Advanced Skills for Administrative and ExecutiveAssistants - Lesson 2Working with Your Manager
Adapting to Their StyleAnticipate Their NeedsGetting Your Responsibilities DefinedWhen to Take the InitiativeCase StudyLesson Two: Review Questions
Advanced Skills for Administrative and Executive Assistants- Lesson 8Being an Effective Gatekeeper
Filtering Data and InformationLearn to Say NoDealing with Difficult PeopleRecognize the TricksCase StudyLesson Eight: Review Questions
Advanced Skills for Administrative and ExecutiveAssistants - Lesson 3Administrative Soft Skills
Social IntelligenceBasic Business AcumenOffice ManagementActive ListeningCase StudyLesson Three: Review Questions
Advanced Skills for Administrative and Executive Assistants- Lesson 9Organizational Skills
Prioritizing Your WorkloadGoal SettingPlan for Tomorrow, TodayStaying on TrackCase StudyLesson Nine: Review Questions
Advanced Skills for Administrative and ExecutiveAssistants - Lesson 4Effective Time Management
Calendar ManagementPrepare for Changes and SurprisesKeeping Others on TrackUrgent / Important MatrixCase StudyLesson Four: Review Questions
Advanced Skills for Administrative and Executive Assistants- Lesson 10Confidentiality Guidelines
Your Confidentiality DutyBe Diplomatic and DiscreetKeeping Data SecureWhat to Do in Sticky SituationsCase StudyLesson Ten: Review Questions
Advanced Skills for Administrative and ExecutiveAssistants - Lesson 5Meeting Management
Creating an AgendaKeeping MinutesKeeping the Meeting on TimeVariations for Large and Small MeetingsCase StudyLesson Five: Review Questions
Advanced Skills for Administrative and Executive Assistants- Lesson 11Special Tasks
Project ManagementTrade ShowsInteracting with ClientsSocial Media ManagementCase StudyLesson Eleven: Review Questions
Advanced Skills for Administrative and ExecutiveAssistants - Lesson 6Tools of the Trade (I)
Email ProtocolOffice MachineryComputer and Software SkillsCommunication SkillsCase StudyLesson Six: Review Questions
Advanced Skills for Administrative and Executive Assistants- Lesson 12Wrapping Up
Words from the WiseLessons Learned
Web Links:
View this course online: http://professionaldevelopmenttraining.com/courses/advanced-skills-for-administrative-and-executive-assistants-in-atlanta-baltimore-boston-charlotte-chicago-los-angeles-new-york-miami-orlando-philadelphia-seattle-and-us-wide
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